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Agent Options

Manage your agent’s deployment, data, and availability post-publication. Agent options are enabled after publishing your agent. You can perform the following actions on published agents:

Agent Management

  • Export Agent: Download agent configuration and associated data.
  • Delete Agent: Permanently remove the application.
  • Share: Agent Sharing lets workspace members collaborate on and manage agents through granular access controls, flexible sharing, and clear ownership.

    Sharing Permissions

  • Share Button: Click Share to access and manage agent sharing settings. Agent Management

  • Default Visibility: All agents are visible to workspace collaborators, the creator has full edit access, while others have view-only access.

    Access Level Configuration

  • Viewer: Can view but not change configurations.

  • Editor: Full control over settings and can add collaborators.
  • Remove Access: Confirms existence but prevents viewing or editing.

    Granular Collaboration Management

  • Individual and Group Permissions: Creators and editors can assign Editor or Viewer access at the individual or workspace level.

  • Workspace Membership Requirement: Only workspace members can be invited to collaborate.

Modifying an Agent

Make changes to your agent’s configuration and settings as needed.

To edit an existing agent:

  1. Navigate to the desired agent list page and locate the agent you wish to modify. Agent Management

  2. Click the three-dot icon next to the agent’s name. A menu with the following options will appear:

    • Edit: Open and modify the agent’s details.
    • Publish/Unpublish: Change the agent’s status.
    • Delete: Permanently remove the agent.
  3. Select the required option and continue to complete the modifications as needed.